See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,560 | $85,515-66.6% | $112,040-74.5% | $67,986-58.0% |
| Participation rate | 36.0% | 68.2%-32.2pp | 76.5%-40.5pp | 57.2%-21.2pp |
| Annual return | 33.92% | 29.68%+4.2pp | 24.52%+9.4pp | 31.67%+2.3pp |
| Employer contribution / active EE | $831 | $2,191-62.1% | $2,954-71.9% | $2,019-58.8% |
| Participant deferral / active EE | $2,219 | $4,014-44.7% | $5,098-56.5% | $3,358-33.9% |
| Admin fee / account holder | $1,038 | $3,774-72.5% | $12,098-91.4% | $3,203-67.6% |